瑞幸咖啡：第二季度净增门店2109家 总数达26206家

Core Insights - Luckin Coffee reported a total net revenue of 12.359 billion yuan for Q2 2025, representing a year-on-year growth of 47.1% [1] - The company opened 2,109 new stores in Q2, bringing the total number of stores globally to 26,206 [1] Store Operations - In the Chinese market, Luckin Coffee added 2,085 new stores, reaching a total of 26,117 stores, with 16,903 being self-operated and 9,214 being partnered stores [1] - Internationally, the company opened 24 new stores, resulting in a total of 89 overseas locations, including 63 self-operated stores in Singapore, 2 in the United States, and 24 franchise stores in Malaysia [1] Supply Chain Development - Luckin Coffee is enhancing its supply chain with the construction of its fourth roasting factory in Xiamen, which commenced in June [1] - Once operational, the factory will increase the annual coffee roasting capacity to 155,000 tons, establishing the largest roasting capacity in China's coffee industry and improving supply chain efficiency and quality control [1] Strategic Focus - The CEO of Luckin Coffee, Guo Jinyi, emphasized the company's commitment to increasing market share by leveraging scale advantages, product innovation, and user insights to adapt to the changing market environment [1]